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Showing 601 - 610 of 1319 results for "Values"

Super funds revalue unlisted assets

HARRISON WORLEY  |  WEDNESDAY, 25 MAR 2020
... value". He added regular independent valuations were undertaken to "maintain equity between members at all times". "The values of all investment portfolios have been adjusted to reflect the economic and financial market impacts of COVID-19," Silk said. ...

UK asset manager acquires stake in retirement funder

ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
... market segment and who recognises that Household Capital is an innovator in home equity retirement funding with a clear values-based focus on customer outcomes." Legal & General Retail Retirement chief executive Chris Knight said Legal & General has ...

Aussie ETF industry contracts

ALLY SELBY  |  MONDAY, 16 MAR 2020
... pandemic. According to BetaShares, the 3.1% month on month decline in funds under management was due entirely to falls in asset values - with inflows into ETF products remaining positive at $1.6 billion. Trading values reached an all-time monthly high ...

Stand still, get left behind

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
... there's more demand for ESG investing. Women and millennials particularly want to invest in line with their thinking and values," he said. "The market is a bit frustrated because on the mainstream side maybe there isn't enough change and then ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
... approximately 60% of the mutual banking industry and understands and respects the principles of customer-owned banking, and its values and commitment to providing quality specialised financial planning advice closely aligns with ours," Ryan said. "At ...

Alternatives to lead the way: J.P. Morgan

ELIZA BAVIN  |  THURSDAY, 12 MAR 2020
... well-diversified alternatives portfolio. "That is why I think investors, especially today, continue to think about the values that private market alternatives provide to a public market portfolio," Khazzam said.

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... accounts platform to provide advisers with a more intuitive way to tailor client's portfolios to their specific ethics and values. While advisers could previously use the platform to cater to some ESG demands by placing holding exclusions, Praemium ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... advisers respond to the sector's increased focus on simplification, efficiency and compliance, while retaining the "core values and benefits" of financial advice. "Financial advisers continue to face a raft of challenges, as the industry undergoes both ...

Climate threat pushes Aussies to sustainability

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... social, and governance (ESG) issues among young investors who would like their investments to be aligned with their personal values," it said. According to Morningstar, 35 new sustainability investment retail mutual funds were launched last year. Cerulli ...

Queensland adviser barred from industry

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... clients but also erodes public trust in the financial system," she said. "ASIC expects financial advisers to uphold the values of integrity and professionalism." In cancelling his business' AFS licence, the corporate regulator found that Financial Options ...